IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

412 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$1.82M
TC
177
TFR Capital
Texas
$1.81M
DWM
178
Drive Wealth Management
Utah
$1.81M
CCM
179
Coldstream Capital Management
Washington
$1.79M
SFB
180
STAR Financial Bank
Indiana
$1.79M
PCIA
181
Prime Capital Investment Advisors
Kansas
$1.74M
VWM
182
Valley Wealth Managers
New Jersey
$1.72M
MMHP
183
Murphy Middleton Hinkle & Parker
Georgia
$1.72M
CWM
184
Cabot Wealth Management
Massachusetts
$1.68M
MBT
185
Montecito Bank & Trust
California
$1.63M
WA
186
WealthTrust Axiom
Pennsylvania
$1.58M
IA
187
IFG Advisory
Georgia
$1.57M
CP
188
Camelot Portfolios
Ohio
$1.56M
AG
189
AlTi Global
New York
$1.54M
ACM
190
Arcataur Capital Management
Wisconsin
$1.52M
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$1.48M
GHA
192
Granite Harbor Advisors
Texas
$1.47M
JIR
193
James Investment Research
Ohio
$1.47M
SWM
194
Segment Wealth Management
Texas
$1.46M
APW
195
Austin Private Wealth
Texas
$1.46M
JBC
196
Jefferson Bridge Capital
Tennessee
$1.42M
DC
197
Davenport & Co
Virginia
$1.41M
CFS
198
Cannon Financial Strategists
Georgia
$1.41M
PGAM
199
Princeton Global Asset Management
New Jersey
$1.4M
PFM
200
Phillips Financial Management
Indiana
$1.39M